Share Name Share Symbol Market Type Share ISIN Share Description
Cambria Auto LSE:CAMB London Ordinary Share GB00B4R32X65 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 61.50p 60.00p 63.00p 62.00p 61.00p 61.50p 14,000 11:00:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 644.3 11.3 9.2 6.7 61.50

Cambria Automobiles Share Discussion Threads

Showing 776 to 800 of 800 messages
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DateSubjectAuthorDiscuss
04/5/2018
10:06
JAF - you're correct. To give a little context, the combined figures for March & April: 2017 714,413 Units 2018 641,980 Units Cambria interim results due on Tuesday. In the last 6 months the share price has under performed compared to their peers (Pendragon, Vertu, Lookers, Marshalls), so hopefully there'll be a correction soon.
mortimer7
04/5/2018
09:24
As with the last month (or 2) these figures rather meaningless due to the upheaval caused by the vehicle tax changes in March 2017..... Notwithstanding this, still overweight in car dealers, and no plans to change!
jaf111
04/5/2018
09:17
This morning SMMT have issued their figures for new car registrations for the month of April. Total regns were 167,911 compared to 152,076 in April last year. A total increase of 10.4%.
mortimer7
05/4/2018
09:09
SMMT issued their figures for new car registrations for the month of March this morning. Total regns were 474,069 compared to 562,337 in March last year. SMMT CEO commented: "March’s decline is not unexpected given the huge surge in registrations in the same month last year. Despite this, the market itself is relatively high with the underlying factors in terms of consumer choice, finance availability and cost of ownership all highly competitive"
mortimer7
04/4/2018
16:29
March new car registration figures out in the morning - new plate change month. Guess it won't make good reading compared to 2017 when March was a bumper month, mainly due to loads of registrations being pulled forward to avoid the new tax changes effective from 1st April 2017. Also this March had less working days with Easter Hols starting in March as opposed to April last year & finally the terrible weather probably had an adverse impact as well. However, with over 70% of Cambria GP coming from Used Vehicles & Aftersales, the reality is this shouldn't impact much in the short term.
mortimer7
07/3/2018
14:12
Zeus Capital's Head of Research Mike Allen discusses Cambria Automobiles' pre-close trading update http://bit.ly/2D6XTSy
astonedt
06/3/2018
17:41
2 questions 1. In regards to the online car sales (like it is happening in retail ) this would destroy Cambria business how do you look at this Risk ? 2. A possible decline in new car sales due to the new car sharing services (car to go , rent a car etc ) for the Next 5 years , this would also destroy their business due to the operating leverage What do you think about these ?
lullabite
06/3/2018
09:54
Zeus; Cambria has released a pre-close trading update confirming it continues to trade in line with expectations. While trading conditions remain difficult driven by uncertainty on a number of different levels, we remain confident in the medium-term investment case. The Group has a strong balance sheet and is well positioned to delivered shareholder value in our view. Trading update: The Group’s trading performance in the first five months of the current financial year has been in line with the Board’s expectations, albeit behind the corresponding period in 2016/17, both on a total and like-for-like basis. This comes as no surprise to us given current sector trends, driven by uncertainty impacting consumer demand (in particularly diesel) with sterling uncertainty continuing to impact supply into the UK market in some quarters. We note the SMMT February data released yesterday showing new car registrations -2.8% (YTD -5.1%) with diesel registrations within this -23.5% (-24.9% YTD). Trading themes: Operationally, the refurbishment of the Bentley businesses in Tunbridge Wells and Chelmsford have been completed efficiently and are establishing themselves in new facilities. The Hatfield site (comprising JLR/Maclaren/Aston Martin) has started construction, albeit on a slight delay due to planning, while the substantial temporary McLaren showroom on the same site started to actively trade at the end of January. During this period of activity with premium brands, the Group has closed a Honda, Alfa Romeo and Jeep dealerships alongside two body shop operations. New vehicle unit sales were -16.5% or -14.6% on a LFL basis, albeit gross profit per unit (GPPU) did improve due to premium mix to partially offset the volume declines. Used car volumes continue to perform relatively well with LFL in line with the prior period, albeit total unit sales were -6.8% due to site closures and refranchising activity. GPPU also continued to improve in this division. Aftersales also remained robust, with revenue +0.6% or LFL +6.1% with profitability +2.1% or +8.2% on a LFL basis excluding the site and body shop closures. Forecasts: We are maintaining our trading forecast assumptions on the back of this update. We do anticipate strong medium-term profitability from Lamborghini, albeit we recognise it will take time for the order book to build from a new site. For H1 we have penciled in a H1 adjusted PBT of £4.6m, which compares to £5.6m last year representing a -17.4% YOY reduction. Valuation: While trading conditions have no doubt got more difficult, we remain confident in the Cambria story longer term, and believe it remains well positioned to deliver £1bn+ of revenue over the medium term. As we are seeing across the sector at present, near term valuation multiples are depressed, and the current market capitalisation of the Group remains at odds with the >£80m invested freehold asset base within the Group.
davebowler
05/3/2018
09:09
The UK new car market dipped in February, according to figures released today by the (SMMT). 80,805 new cars were registered, a 2.8% drop compared with February 2017 (83,115), in what is traditionally one of the quietest months of the year ahead of the March number plate change. That said, it was still the 3rd highest February figure in the last 10 years behind 2016 & 2017.
mortimer7
05/2/2018
09:08
The UK new car market declined in the first month of the year, according to figures released today by the SMMT. 163,615 cars were driven off forecourts in January, a 6.3% fall compared with the same month in 2017 when 174,564 were registered.
mortimer7
27/1/2018
17:21
Im only a bit concerned about the recent tendency yo adquire Big amounts of goodwill in acquisitions Thoughts on this ?
lullabite
24/1/2018
19:15
Seems that a few have been convinced by Bossert's long thesis.
effortless cool
23/1/2018
17:22
If you think that's slow you should try having a conversation with a Texan ranch hand!
eggbaconandbubble
23/1/2018
16:34
Ya the video was weird And he speaks really slow , apart from that i agree with his thesis And im very bullish with Cambria in the long term I Hope It gets cheaper so i can buy more of It (:
lullabite
22/1/2018
14:33
I have added a link to the header.
effortless cool
22/1/2018
14:30
Many thanks, lullabite. Well worth a view/listen (it's a slide show with voiceover). It's a bit disconcerting that he speaks like a robot and mispronounces just about every proper noun he is faced with, but Bossert sets out a compelling long-term investment case for Cambria. It's worth listening to the Q&A at the end, too. https://www.youtube.com/watch?v=j-EGG07KRPA
effortless cool
22/1/2018
10:49
Theres an investment thesis of Cambria by Alex bossert in youtube
lullabite
22/1/2018
10:02
Some reasonable sized trades going through today.....continuing much higher than average volume over the past week or so....share price remains pretty static...... Thoughts?
jaf111
11/1/2018
09:02
Good point made in Marshalls RNS today. When comparing Q1 2018 new car regns to last year... "During the first quarter of 2017, the market benefitted from the impact of one-off changes to vehicle excise duties which led to some consumers accelerating purchase decisions to avoid higher excise duties and this will not be repeated in the first quarter of 2018". So I suspect the year on year comparisons, particularly in March 2018 are going to look quite grim for the sector.
mortimer7
05/1/2018
10:11
Looks like things are getting rough
lullabite
05/1/2018
09:13
152,473 New cars were registered in the UK for December 2017 as per SMMT figures issued today. This is down 14.4% on December 2016. Full year total regns for 2017 are 2,540,617 compared to 2016 total of 2,692,786 a decline of 5.7% year on year.
mortimer7
28/12/2017
03:06
Do you guys know why It took so long back in 2007 for lookers to achieve higher results that It has before the downturn?Im afraid this can happen to cambria And i would like to know your thoughts on this Thanks
lullabite
05/12/2017
09:10
New Car registration figures for November 2017 out this morning. Down 11.2% compared to last November to 163,541 units. 30.6% drop in diesel registrations following months of confusion and speculation about the government’s air quality plans and its policies towards diesel cars.
mortimer7
04/12/2017
08:52
Pendragon strategy update RNS this morning includes this in relation to UK New Car business:- "Premium brand franchise locations will be reduced over a three year period". So they appear to be doing the opposite to Cambria.
mortimer7
22/11/2017
10:56
Been a long term holder & advocate here. However, I'm increasingly concerned that they're overly focussed on this £1bn revenue target, which realistically can only be achieved through increased vehicle sales or acquisitions, neither of which sit well in the current market conditions. The strategy being adopted to achieve this seems to be through adding premium franchises to their portfolio. These require large amounts of capital commitment, illustrated by the figure of £29m outlay over 24 months cited in todays results. I accept longer term this may prove to be the correct strategy, but short term it's a large cash outlay. I'd prefer focus on maximising profit through Aftersales & Used units, not chasing turnover.
mortimer7
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
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